Zenith Growth Investments and its affiliates have owned, developed, and managed multifamily, office, industrial, retail, and hotel properties throughout the southeastern and southwestern United States.
Estate planning
Estate planning is not only for people with a lot of land or wealth. It is about making sure that if something happens to you, your family will not be burdened by guessing what you may have wanted. It gives them room to grieve and the comfort of knowing they are honoring your wishes. Having a plan for your estate — your home, your money, and your possessions — means you can continue to help your family reach goals you set together.
Your advisor will help you look at your investments, insurance policies, savings, and overall goals so you can create a plan designed to set your family up if you pass away.
How estate planning works with your financial plan
There is your will — a set of instructions that tells your family who should get what and can name a guardian for any of your children under 18. You should also create documents to designate who should make financial and medical decisions if you cannot make them yourself. That is only part of it.
With employer pensions on the decline and uncertainty surrounding Social Security, retirement planning is more important than ever. At Zenith Growth Investments, we can help you understand how much you will need to retire the way you want, and develop an income strategy to get you there. We look at your expenses, priorities, and goals and help you put your money to work.
Your Zenith Growth Investments advisor can help you coordinate your estate plan with other advisors, such as attorneys, accountants, and tax professionals, to set up trusts, limit estate taxes and administrative costs, protect your estate from mismanagement, and more.
Estate planning can help you:
- Set up trusts for your children.
- Divide up property.
- Direct charitable donations.
- Reduce your estate’s administrative costs.
- Eliminate or reduce gift and estate taxes.
- Protect your estate from mismanagement.
- Protect your estate from the claims of creditors.